Filed August 16, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,789 | $129,021-45.9% | $184,203-62.1% | $77,643-10.1% |
| Participation rate | 98.2% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.6pp |
| Annual return | 15.53% | 33.27%-17.7pp | 28.81%-13.3pp | 31.24%-15.7pp |
| Employer contribution / active EE | $6,407 | $4,413+45.2% | $6,427-0.3% | $2,726+135.1% |
| Participant deferral / active EE | $6,338 | $7,297-13.1% | $9,131-30.6% | $4,647+36.4% |
| Admin fee / account holder | $7 | $254-97.1% | $13,901-99.9% | $430-98.3% |